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Form 5500 · Retirement plan · FAIRFAX, VA

SARATOGA MEDICAL CENTER, INC.

The filing calls this plan SARATOGA MEDICAL CENTER, INC. 401(K) PLAN.

SARATOGA MEDICAL CENTER, INC. of FAIRFAX, VA's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-1288737 · plan 001 · plan year 2024, filed Oct 9, 2025

Participants at the start of the year
337
Contracts on file
2
Contract value
$215,418
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $215,418 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC318December$77,900$0
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC231December$137,518$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
SARATOGA MEDICAL CENTER, INC.
EIN 54-1288737
ALLIANT INSURANCE SERVICES, INC.
Contract administrator · EIN 33-0785439
$12,378
paid directly by the plan
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$28,178
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT
INVESTMENT AD VISORY PART · EIN 36-4317381
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$3,675,853
Paid out in benefits
$1,087,059
Participants at the start of the year
337
Participants with account balances
198

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 44-0160260
FORVIS MAZARS LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

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